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Wealth Management EDGE

COUNTDOWN TO EDGE

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June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Jamie Mendelsohn
Partner and EVP at Ashar Group
Speaker

Profile

Partner and EVP of Ashar Group, an independent, sell-side life settlement broker that protects policy owners' best interests through a competitive auction to maximize policy value. Since 2003, they have partnered with financial professionals and fiduciaries, focused solely on life settlements and life insurance valuation. Family-owned and vetted by nearly 100,000 professionals nationwide, Ashar Group does not sell life insurance, manage assets, or purchase policies. As subject matter experts, they have been published in Trust & Estates, The Tax Adviser, and Society of Financial Professionals (FSP) on life settlements as part of comprehensive planning strategies. With nearly two decades of experience, Jamie is recognized as a dedicated client advocate, skilled negotiator representing policy owners, and a leader in educating professionals on treating life insurance as an asset. She has been invited to speak at estate and charitable planning councils, tax institutes, industry conferences, and educational institutions across the country.

Agenda Sessions

  • Investment Demos

    4:35pm